A Personalized Approach to Wealth Management
Relationships Make All the Difference to Mark Scordato & Associates
The most rewarding things in life are relationships. They pay us back what we put into them, and often a whole lot more. This holds true for families, friends, neighbors, work associates – anyone we spend time with. Anyone, Mark Scordato would add, including your wealth manager.
As president of Mark Scordato and Associates (MSA), Scordato has a vested interest in all of his clients, looking at them not as numbers on a spreadsheet, but as living, breathing human beings. …Read More
Making the Most of Your Retirement
Next Generation Trust Services Specializes in Self-Directed Plans
You know the old saying. If you want something done right, do it yourself.
This is good advice whether you’re changing your oil, refinishing your furniture, training your schnauzer, or trying to get the most from your retirement accounts.
But that doesn’t mean smart investors can’t benefit from a little help. They just have to look to the experts at Next Generation Trust Services (NGTS).
Founded in 2004, NGTS provides comprehensive account administration and transaction …Read More
LPL Financial Big-Firm Resources. Small-Business Feel.
It’s the best of both worlds. All the resources and options of a big investment house, the personal attention and hands-on service of a small-business owner. Dawn C. Rodriguez, an independent financial advisor with LPL Financial, says her decision to leave a large, well-known investment bank and open her own office has allowed her to be client-focused rather than product-driven.
“I feel I’m able to recommend what’s best for my client in their particular situation, without the pressure of corporate profit margins that often times conflict with investor’s goals and …Read More